Core Insights - Bitcoin mining has become less lucrative due to multiple halving events that have significantly reduced rewards despite an increase in Bitcoin prices [3][4] - Companies in the crypto industry are pivoting from Bitcoin mining to artificial intelligence (AI) due to the decline in profitability [5] Industry Overview - Bitcoin mining involves using specialized hardware to solve cryptographic functions, allowing miners to verify and add BTC transactions to the blockchain in exchange for rewards [2] - The profitability of Bitcoin mining attracted many tech enthusiasts during the pandemic, but the situation has changed drastically [3] Company Actions - Bitfarms Ltd. plans to wind down its Bitcoin mining business by 2027 and transition to AI operations [5] - Tether Holdings has also announced the shutdown of its Bitcoin mining operations in Uruguay [5] - Bit Digital, which began mining Bitcoin in 2020, is now planning to shut down its Bitcoin mining operations and has shifted focus to AI [7]

The stocks for both companies skyrocketed in the past year.If you're comparing two compelling AI infrastructure companies, you may already have Iren (IREN 4.92%) and Applied Digital (APLD 5.35%) on your radar. Both stocks experienced meteoric gains recently, but which company is going to be better in the long term for investors? Let's take a closer look at each business.NASDAQ : IRENIrenToday's Change( -4.92 %) $ -3.10Current Price$ 59.84Key Data PointsMarket Cap$20BDay's Range$ 56.72 - $ 62.0952wk Range$ 5 ...

Bitcoin mining activity in the United States slowed during a winter storm this week as operators curtailed power use or faced grid disruptions, pushing network block times higher and briefly reducing overall hashrate The slowdown appeared most visible among U.S.-based mining pools, as extreme weather strained electricity systems across several regions, according to public network data on Mining Pool Stats. The most pronounced storm-related impact appeared at Foundry USA and Luxor, both of which have sig ...

I covered HUT 8 Mining Corp. ( HUT ) twice last year with a Buy rating in both cases. In May 2025, on the back of the Q1 earnings, “ Hut 8 Q1 Earnings: A $1BI started out as a crypto investor a decade ago and remain deeply active in the crypto space. I cover Bitcoin miners, digital asset treasuries, and crypto ETFs majorly, but I also seek alpha in tech equities, especially in emerging sectors like quantum computing and orbital intelligence. I have initiated coverage as a first analyst here on Seeking Alpha ...

Strategy, SharpLink Gaming, and MARA Holdings took a dive with the rest of the crypto equities category as Bitcoin dipped below $90,000 on Tuesday morning. At the time of writing, Bitcoin has been hovering between the $90,000 and $91,000 marks after having lost 2.5% since this time yesterday, according to crypto price aggregator CoinGecko. The price of Bitcoin dropped as low as $89,929 on Tuesday before rebounding to $90,535 as of this writing. Bitcoin trading volume has gained 14% in the past day, risi ...

Major cryptocurrency holders are increasing their positions in Ethereum, Chainlink, and Bitcoin, according to on-chain data, in a sign of strategic accumulation that contrasts with recent retail-driven selling pressure. Ethereum’s staking ratio reached a new milestone of 30% on Monday, locking over $120 billion worth of ETH on the network, according to Token Terminal. The all-time high indicates growing institutional confidence in the network’s value proposition. On Tuesday, crypto mining firm Bitmine I ...

Market Overview - Bitcoin price is currently around $90,000, approximately 30% below its October high of $126,000, indicating a standoff between buyers and sellers [1][3] - The market is experiencing a consolidation phase, with Bitcoin trading in a narrow range for about 195 days, marking one of its longest periods of low volatility [3] Influencing Factors - Major Bitcoin mining firm BitRiver has indicated that prices may remain flat due to external factors such as tight interest rates and geopolitical tensions, which are driving investors towards safer assets like gold [1][5] - Institutional investors have withdrawn significant amounts from spot Bitcoin ETFs, with $1.37 billion leaving between January 6 and 9, contributing to the lack of price momentum [3] Historical Context - Historically, long periods of market stagnation for Bitcoin have preceded significant rallies, as seen in past cycles from 2013, 2017, and 2021 [4] - On-chain data suggests reduced panic selling and less forced liquidation, indicating a more patient market rather than one in collapse [6] Future Outlook - Some analysts maintain a bullish outlook, suggesting that Bitcoin could benefit from a weakening U.S. dollar or a return of institutional investments through spot Bitcoin ETFs [7] - A London-based crypto group predicts a strong price movement for Bitcoin later in 2026, although the current market conditions are not favorable for quick profits [7]

Core Insights - Nano Nuclear Energy (NNE) is well-positioned to meet the energy demands of artificial intelligence (AI), but it is several years away from commercialization [1][2] - Bitfarms is currently a more attractive investment due to its soaring revenue and established business model in AI data centers [3][12] Group 1: Nano Nuclear Energy - NNE has generated significant returns but will take multiple years before it can commercialize its technology [1] - The company has interest from various sectors, including AI data centers, industrial, and military customers, but this interest may not directly translate into sales [2] Group 2: Bitfarms - Bitfarms has shifted focus from crypto mining to AI data center infrastructure, laying the groundwork for future lucrative tech deals [4] - The company has a portfolio of 2.1 gigawatts of energy, with plans to convert its Washington site to an AI data center by December 2026, representing 18 megawatts of its energy portfolio [11] - Bitfarms closed Q3 2025 with 1,827 Bitcoin, valued at approximately $165 million, and has around $637 million in cash to finance its data center projects [9] - The sale of its Paraguay data center for up to $30 million allows Bitfarms to concentrate on its North American sites, where 90% of its energy pipeline is located [10][11]

Core Insights - T-REX Acquisition Corp has entered into a services contract with FMW Media Works for public relations and media support throughout 2026, including a comprehensive 12-part media series [1][2] Group 1: Media Series Details - The media series will consist of long-form executive interviews, earned media distribution, national television commercials, and outdoor billboard placements, aimed at providing T-REX with extensive exposure across various media channels [2][3] - Filming and production for the series will commence immediately, with initial segments expected to be broadcast in the near term [2] Group 2: Company Strategy and Goals - Each episode of the series is designed to allow T-REX's leadership to articulate its strategy, growth initiatives, and market positioning effectively [3] - The collaboration with FMW Media Works is intended to enhance T-REX's visibility and credibility, showcasing its growth strategy, new products, and business verticals to shareholders and the investment community [4] Group 3: Company Overview - T-REX Acquisition Corp operates as a growth stage, vertically integrated crypto mining business through its subsidiaries, which include Raptor Mining LLC, Megalodon Mining and Electric LLC, Sabretooth Mining Containers LLC, and Deinodon Mining Solutions LLC [5]

Core Viewpoint - Canaan Inc. will participate in the 28th Annual Needham Growth Conference from January 8-16, 2026, showcasing its innovations in crypto mining [1][2]. Company Overview - Canaan Inc. was established in 2013 and focuses on ASIC high-performance computing chip design, research and development, production of computing equipment, and software services [3]. - The company is recognized for shipping the world's first batch of mining machines using ASIC technology under the Avalon brand, currently holding the second largest share of the global bitcoin mining market [3]. - Canaan completed its initial public offering on the Nasdaq Global Market in 2019 [3]. Conference Details - The presentation at the conference is scheduled for January 15, 2026, at 10:15 a.m. ET and will be available via live webcast [2]. - Leo Wang, the vice president of capital markets and corporate development, will represent Canaan at the event [2].